Eagle Global Advisors Llc reports 3.05% increase in ownership of NEE / NextEra Energy, Inc.

NextEra Energy, Inc.

MX ˙ BMV ˙ US65339F1012

Security	MX:NEE / NextEra Energy, Inc.
Institution	Eagle Global Advisors Llc
Latest Disclosed Ownership	254,002 shares
Latest Disclosed Value	$ 23,591,690

On May 15, 2026 - Eagle Global Advisors Llc filed a 13F-HR form disclosing ownership of 254,002 shares of NextEra Energy, Inc. (MX:NEE) valued at $23,591,690 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 246,487 shares of NextEra Energy, Inc.. This represents a change in shares of 3.05% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	NEXTERA ENERGY	COM	65339F101	254,002	7,515	3.05	23,592	19.22	0.8501
2026-01-28	2025-12-31	13F	NEXTERA ENERGY	COM	65339F101	246,487	7,651	3.20	19,788	9.75	0.7319
2025-10-28	2025-09-30	13F	NEXTERA ENERGY	COM	65339F101	238,836	-59,200	-19.86	18,030	-12.86	0.6911
2025-07-16	2025-06-30	13F	NEXTERA ENERGY	COM	65339F101	298,036	-7,846	-2.57	20,690	-4.58	0.8375
2025-05-12	2025-03-31	13F	NEXTERA ENERGY	COM	65339F101	305,882	2,300	0.76	21,684	-0.37	0.8926
2025-02-14	2024-12-31	13F	NEXTERA ENERGY	COM	65339F101	303,582	-8,045	-2.58	21,764	-17.38	0.8911
2024-11-14	2024-09-30	13F	NEXTERA ENERGY	COM	65339F101	311,627	-18,086	-5.49	26,342	12.83	1.3076
2024-08-14	2024-06-30	13F	NEXTERA ENERGY	COM	65339F101	329,713	38,928	13.39	23,347	25.62	1.2331
2024-05-15	2024-03-31	13F	NEXTERA ENERGY	COM	65339F101	290,785	6,484	2.28	18,584	7.62	1.0477
2024-02-09	2023-12-31	13F	NEXTERA ENERGY	COM	65339F101	284,301	111,212	64.25	17,268	74.14	1.0438
2023-10-30	2023-09-30	13F	NEXTERA ENERGY	COM	65339F101	173,089	15,093	9.55	9,916	-15.41	0.6428
2023-07-21	2023-06-30	13F	NEXTERA ENERGY	COM	65339F101	157,996	-6,717	-4.08	11,723	-7.66	0.7723
2023-05-08	2023-03-31	13F	NEXTERA ENERGY	COM	65339F101	164,713	13,096	8.64	12,696	0.17	0.8557
2023-02-07	2022-12-31	13F	NEXTERA ENERGY	COM	65339F101	151,617	6,965	4.82	12,675	11.75	0.8732
2022-10-25	2022-09-30	13F	NEXTERA ENERGY	COM	65339F101	144,652	-3,149	-2.13	11,342	-0.93	0.8519
2022-08-11	2022-06-30	13F	NEXTERA ENERGY	COM	65339F101	147,801	-10,599	-6.69	11,449	-14.67	0.8441
2022-04-20	2022-03-31	13F	NEXTERA ENERGY	COM	65339F101	158,400	17,560	12.47	13,418	2.05	0.8282
2022-02-01	2021-12-31	13F	NEXTERA ENERGY	COM	65339F101	140,840	-9,119	-6.08	13,149	11.67	0.8284
2021-11-15	2021-09-30	13F	NEXTERA ENERGY	COM	65339F101	149,959	-17,399	-10.40	11,775	-3.99	0.7773
2021-07-15	2021-06-30	13F	NEXTERA ENERGY	COM	65339F101	167,358	1,850	1.12	12,264	-2.00	0.7931
2021-05-07	2021-03-31	13F	NEXTERA ENERGY	COM	65339F101	165,508	-4,104	-2.42	12,514	-4.37	0.9241
2021-02-01	2020-12-31	13F	NEXTERA ENERGY	COM	65339F101	169,612	112,197	195.41	13,086	-17.88	1.0297
2020-10-22	2020-09-30	13F	NEXTERA ENERGY	COM	65339F101	57,415	21,198	58.53	15,936	83.21	1.4328
2020-08-14	2020-06-30	13F	NEXTERA ENERGY	COM	65339F101	36,217	11,845	48.60	8,698	48.33	0.7854
2020-05-06	2020-03-31	13F	NEXTERA ENERGY	COM	65339F101	24,372	22,172	1,007.82	5,864	1,000.19	0.5943
2020-02-06	2019-12-31	13F	NEXTERA ENERGY	COM	65339F101	2,200	0	0.00	533	3.90	0.0270
2019-11-14	2019-09-30	13F	NEXTERA ENERGY	COM	65339F101	2,200	0	0.00	513	13.75	0.0220
2019-08-13	2019-06-30	13F	NEXTERA ENERGY	COM	65339F101	2,200	0	0.00	451	6.12	0.0180
2019-04-22	2019-03-31	13F	NEXTERA ENERGY	COM	65339F101	2,200	0	0.00	425	11.26	0.0166
2019-01-30	2018-12-31	13F	NEXTERA ENERGY	COM	65339F101	2,200	0	0.00	382	3.52	0.0165
2018-11-13	2018-09-30	13F	NEXTERA ENERGY	COM	65339F101	2,200	0	0.00	369	0.54	0.0115
2018-07-31	2018-06-30	13F	NEXTERA ENERGY	COM	65339F101	2,200	0	0.00	367	2.23	0.0116
2018-05-04	2018-03-31	13F	NEXTERA ENERGY	COM	65339F101	2,200	0	0.00	359	4.36	0.0124
2018-02-12	2017-12-31	13F	NEXTERA ENERGY	COM	65339F101	2,200	0	0.00	344	6.83	0.0107
2017-11-13	2017-09-30	13F	NEXTERA ENERGY	COM	65339F101	2,200	-1,441	-39.58	322	-36.86	0.0097
2017-07-27	2017-06-30	13F	NEXTERA ENERGY	COM	65339F101	3,641	1,441	65.50	510	80.85	0.0146
2017-05-09	2017-03-31	13F	NEXTERA ENERGY	COM	65339F101	2,200	0	0.00	282	7.22	0.0076
2017-02-14	2016-12-31	13F	NEXTERA ENERGY	COM	65339F101	2,200	0	0.00	263	-2.23	0.0072
2016-11-14	2016-09-30	13F	NEXTERA ENERGY	COM	65339F101	2,200	0	0.00	269	-6.27	0.0076
2016-08-15	2016-06-30	13F	NEXTERA ENERGY	COM	65339F101	2,200	0	0.00	287	10.38	0.0084
2016-05-16	2016-03-31	13F	NEXTERA ENERGY	COM	65339F101	2,200	0	0.00	260	13.54	0.0094
2016-02-16	2015-12-31	13F	NEXTERA ENERGY	COM	65339F101	2,200	0	0.00	229	6.51	0.0080
2015-11-16	2015-09-30	13F	NEXTERA ENERGY	COM	65339F101	2,200	0	0.00	215	-0.46	0.0071
2015-08-14	2015-06-30	13F	NEXTERA ENERGY	COM	65339F101	2,200	0	0.00	216	-5.68	0.0056
2015-05-15	2015-03-31	13F	NEXTERA ENERGY	COM	65339F101	2,200	0	0.00	229	-2.14	0.0060
2015-02-09	2014-12-31	13F	NEXTERA ENERGY	COM	65339F101	2,200	0	0.00	234	13.04	0.0060
2014-11-10	2014-09-30	13F	NEXTERA ENERGY	COM	65339F101	2,200	0	0.00	207	-8.00	0.0050
2014-08-14	2014-06-30	13F	NEXTERA ENERGY	COM	65339F101	2,200	0	0.00	225	7.14	0.0057
2014-05-15	2014-03-31	13F	NEXTERA ENERGY	COM	65339F101	2,200	2,200		210		0.0064

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.